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Systematic Financial Management’s Kadant KAI Stock Holding History

Systematic Financial Management’s Portfolio KAI Stock Details KAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-32,415
Closed -$1.46M – 619
2016
Q1 		$1.46M Sell
32,415
-3,750
-10% -$149K 0.02% 476
2015
Q4 		$1.47M Sell
36,165
-10,135
-22% -$418K 0.02% 514
2015
Q3 		$1.81M Buy
46,300
+2,505
+6% +$110K 0.02% 539
2015
Q2 		$2.07M Buy
+43,795
New +$2.18M 0.02% 598
2014
Q1 		– Sell
-78,125
Closed -$3.17M – 703
2013
Q4 		$3.17M Sell
78,125
-825
-1% -$31.1K 0.02% 362
2013
Q3 		$2.65M Buy
+78,950
New +$2.59M 0.02% 365

Other funds holding KAI

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Systematic Financial Management's KAI Position: Q2 2016 in Review

Systematic Financial Management sold out of Kadant (KAI) in Q2 2016, closing a stake of 32,415 shares — an estimated $1.46M sold.

Systematic Financial Management first reported a position in KAI in Q3 2013 and held it in 6 quarters. The position peaked at $3.17M in Q4 2013. 147 funds tracked by Wall St. Rank hold KAI as of Q2 2016.

  • Systematic Financial Management reported no remaining Kadant position as of Q2 2016 after selling out during the quarter.
  • Systematic Financial Management sold 32,415 Kadant shares in Q2 2016, an estimated $1.46M.
  • Systematic Financial Management first reported a position in Kadant in Q3 2013 and held it in 6 quarters.
  • Systematic Financial Management's Kadant position peaked at $3.17M in Q4 2013.
  • 147 funds tracked by Wall St. Rank held Kadant as of Q2 2016.

Based on Systematic Financial Management's 13F filing for Q2 2016, filed 9 Aug 2016.